Trevor Tobin is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Great Western Investments and Insurance, Great Western Bank, and an extended period working at Brandon Golf Course. He is also involved in client-related activities with Capital Wealth Planning LLC and Legacy Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports various advisory programs and institutional consulting services.

Kelly Hosek is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Great Western Bank and Home Federal Bank. He is president of Capital Wealth Planning, a financial advisory business based in Sioux Falls, SD. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and modeling tools to deliver non-discretionary advice tailored to client goals and supports advisory programs and institutional portfolio management across a large advisor network.

Joseph Westphal is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at multiple Raymond James entities since 2012 and held prior roles at Great Western Bank and Hometown Investment Services. Outside of advisory work, he is associated with Legacy Financial Group in a client-related securities role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a tailored, non-discretionary approach using analytical tools and supports various advisory programs, with a notable emphasis on municipal advising and recent additions in SIMPLE IRA Employer Advisory services.